Setting up your company Table of Contents

Setting Up Your Company Table of Contents

Creating a New Data File Overview
Easy Setup Assistant Overview
Personalizing Your Company Overview
Upgrading Your Data File Overview

Creating a new data file
To prepare to use the New Data File Assistant
To start the New Data File Assistant
To use the New Data File Assistant

Customizing your work using preferences
To set up AccountEdge to conform to the way you work
To set up AccountEdge to help you preserve the accuracy of your accounting entries
To automatically create business contacts
To automatically print/email/fax transactions when you record them

Customizing your printed documents
To customize the way you work with forms and reports

Entering information about your company
To enter general information about your company
To enter your company’s payroll information
To set up your business calendar

Organizing your cards by using identifiers
To create identifiers
To assign identifiers to a card

Securing your company’s data
To create the master password
To create a sub-password
To change the word used as a password
To change a sub-password’s access rights
To remove a password
To print a report showing entries identified by user IDs
To print a report showing your entries for the session
To automatically print a report showing your entries for the session
What are changeable and unchangeable transactions?

Setting up your data file using the Easy Setup Assistant
To prepare to use the Easy Setup Assistant
To start the Easy Setup Assistant
To use the Easy Setup Assistant

Upgrading your data file to MYOB AccountEdge
To prepare to upgrade your current data file for use on your peer-to-peer network
To upgrade your current data file for use with MYOB AccountEdge

Using custom lists and fields
To enter a label for a custom list
To create list entries on a custom list
To change a list entry on a custom list
To delete a list entry on a custom list

Using MYOB AccountEdge pricing levels
To label a pricing level
To assign a pricing level to a customer card

Using tax codes
To create tax codes
To change tax codes
To remove tax codes

Setting up your company Table of Contents